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Bakkt, Inc. (BKKT) Bakkt Holdings, Inc. – Analyst/Investor Day Transcript

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Bakkt, Inc. (BKKT) Bakkt Holdings, Inc. – Analyst/Investor Day March 17, 2026 9:30 AM EDT

Company Participants

Akshay Naheta – CEO & Director
Nicholas Baes – Chief Operating Officer
Remi Tuyaerts
Ankit Khemka – Chief Product Officer
Karen Alexander – CFO & Principal Financial Officer

Conference Call Participants

Cody Fletcher
Dillon Heslin – ROTH Capital Partners, LLC, Research Division
Marni Lysaght – Macquarie Research

Presentation

Cody Fletcher

Good morning. Thanks, everybody, for coming today to Bakkt’s first Investor Day, both here in person and virtually at homes or in your offices. We really do appreciate you joining.

Before we begin, I would like to direct your attention to the forward-looking statements, some disclaimer to these materials. Our presentation will include statements regarding future events, business strategy and market opportunity. These statements are subject to risks and uncertainties that could cause actual results to differ materially from those projected. We encourage you to review the risk factors in our most recent filings with the SEC. And without further ado, I am pleased to introduce Bakkt’s Chief Executive Officer, Akshay Naheta.

Akshay Naheta
CEO & Director

Welcome, everyone. This is our first Investor Day, and I want to give you a little bit of not a progress report, but really a view into what we’ve worked on over the last year, what we’ve systemically rebuilt and where we’re taking the company from here.

We are entering the next phase of Bakkt’s growth with massive momentum behind us, both from a regulatory perspective as well as the economic and financial tailwinds that lie within this sector of payments and financial services. And it’s a very precise engineered strategy that we’ve put together that we really look forward to disclosing as we go along throughout the year.

We’ve rebuilt our governance, capital structure and technology, and we have a great

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